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CIRAX vs VGWIX
CIRAX vs VGWIX Comparison
Open Charts CIRAX vs VGWIX
American Funds Capital Income Bldr 529A
Price$79.66
Change+$0.42 (+0.53%)
VolumeN/A
Net Assets119.59B
Vanguard Global Wellesley Income I
Price$23.21
Change+$0.08 (+0.35%)
VolumeN/A
Net Assets648.97M
CIRAX vs VGWIX Comparison Chart in %
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CIRAX vs. VGWIX commentary
Oct 21, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CIRAX is a Buy and VGWIX is a Hold.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 120B vs. VGWIX (649M). VGWIX pays higher dividends than CIRAX: VGWIX (3.74) vs CIRAX (2.89). CIRAX was incepted earlier than VGWIX: CIRAX (24 years) vs VGWIX (8 years). CIRAX (0.62) is less costly to investors than VGWIX (0.44). VGWIX is a more actively managed with annual turnover of: 106.00 vs. CIRAX (56.00). CIRAX has a lower initial minimum investment than VGWIX: CIRAX (250) vs VGWIX (3000). CIRAX annual gain was more profitable for investors over the last year : 10.75 vs. VGWIX (6.45). CIRAX return over 5 years is better than : 57.39 vs. VGWIX (22.56).
| CIRAX | VGWIX | CIRAX / VGWIX | |
| Total Expense Ratio | 0.62 | 0.44 | 141% |
| Annual Report Gross Expense Ratio | 0.62 | 0.44 | 141% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 17.057 | 9.364 | 182% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 649M | 18,490% |
| Annual Yield % from dividends | 2.89 | 3.74 | 77% |
| Returns for 1 year | 10.75 | 6.45 | 167% |
| Returns for 3 years | 49.10 | 30.33 | 162% |
| Returns for 5 years | 57.39 | 22.56 | 254% |
| Returns for 10 years | 91.18 | N/A | - |
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